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Protection

Protection

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How can we improve Protection section in Smartr365?

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22 results found

  1. Administrator access to Solutionbuilder

    Access to solution builder for an Admnistrator to allow them to quote for a specific adviser at the fim and then submit the application. Facility required that when Soltionbuilder selected it ask which adviser you want to quote for and then pre populates Solutionbuilder as it would if the adviser were doing the quotes.

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    0 comments  ·  Admin →
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  2. Push commission through to SolutionBuilder

    When using the income to push through to SB, it only takes the annual gross salary, rather than any commission as well. This is bad as if I have a applicant who has a base of 40,000, but a commission of 15,000, this 15000 is not being included, which in turn is highly impacting the results with less.

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    under review  ·  0 comments  ·  Admin →
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